Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹17.0946
+0.36%
(20 Nov)
AUM
3,358 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.1%
+12.1%
+11.3%
+11.3%
+9.7%
+6.9%
3Y
+18.5%
+18.5%
+19.7%
+19.7%
+15.1%
+12.4%
5Y
+20.1%
+20.1%
+23.0%
+23.0%
+17.1%
+16.3%
ALL
+15.8%
+15.8%
+16.3%
+16.3%
+12.8%
+17.5%
VOL
16.2%
16.2%
17.8%
17.8%
-
14.6%
TER
0.8%
0.8%
0.7%
0.7%
-
0.7%
AUM
₹75,863 Cr
₹75,863 Cr
₹48,871 Cr
₹48,871 Cr
-
₹3,358 Cr
INFO
0.98
0.98
0.91
0.91
-
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.7%
Bharti Airtel Ltd
6.0%
Infosys Ltd
4.7%
Reliance Industries Ltd
4.5%
State Bank of India
3.6%
Axis Bank Ltd
3.6%
Larsen & Toubro Ltd
3.3%
Sun Pharmaceuticals Industries Ltd
3.3%
SBI Life Insurance Co Ltd
3.2%
Top industry exposure
Financial Services
31.6%
Consumer Cyclical
14.8%
Energy
9.5%
Technology
8.6%
Consumer Defensive
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs